Mat, Mark, and special guest Aaron Halderman, SVP Directed IRA and publisher of the Noteworthy Newsletter discuss private lending basics with an IRA or solo(k). They go over secured versus unsecured, documents involved (note, deed of trust or mortgage), common terms/rates, legal considerations, how Dodd-Frank applies, and the basic self-directed rules and process when making lending investments from a self-directed IRA or solo 401(k).
The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company directedira.com/.
Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers.
Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. directedira.com/open-accounts/
The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for the upcoming Summit or can buy the recording of prior years at sdirasummit.com/
Mat Sorensen’s book, The Self-Directed IRA Handbook, is the number one book on self-directed IRAs and has sold over 30,000 copies. You can purchase the book and follow important updates at sdirahandbook.com/